When he responded to the first mates suggestion they attack a place so impossible to hold and so near to the only place forces could be gathered quickly to respond to his invasion he smiled huge. I think I got this one right for sure. He will go in and inform the Starks of his sisters fleet heading at them book it.

Nope, I think it's Theon because they have the ships. The white's would have to get to the other side of the wall, and then travel all the way to winterfell. But it seems like they're getting ready for a fight with the nights watch.